This week's capacity data disclosures focused on the regional and project levels.
Regional capacity: Hebei province's annual hydrogen production capacity has reached 191,000 mt/year, with a cumulative 3,048 hydrogen-powered heavy-duty trucks in operation across the province, ranking first in the country. The province is accelerating the layout of the Kangbao-Caofeidian long-distance hydrogen pipeline and advancing preliminary studies for the Ulanqab-Beijing-Tianjin-Hebei, Dingzhou-Gaobeidian, and central-southern Hebei hydrogen transmission pipelines.
National totals: China's annual hydrogen production has crossed the 39 million mt threshold, firmly establishing it as the world's largest hydrogen producer and consumer. China's green hydrogen capacity accounts for more than half of the global total. Nationwide, 631 hydrogen refueling stations have been built, with thousands of fuel cell vehicles in operation, more than 10 hydrogen-powered vessels launched, and over 30 hydrogen-powered drone models undergoing test flights. Among typical regions, Baotou in Inner Mongolia has gathered nearly 20 industry leaders and laid nearly 200 km of hydrogen transmission pipelines. Lvliang in Shanxi has built 14 large-scale hydrogen refueling stations. Shenzhen has gathered nearly 200 high-precision enterprises, with the industry scale exceeding 50 billion yuan.
Cost and operational metrics: HaiDe Hydrogen Energy's 600 MW green hydrogen flagship project (Hinggan League) released phased operational results—the station achieved an annual availability rate exceeding 97%, DC power consumption of ≤4.3 kWh/Nm³, total integrated energy consumption of approximately 4.86 kWh/Nm³, and a levelized cost of green hydrogen (LCOH) as low as 15 yuan/kg. By the end of this year, the project will become the world's largest green hydrogen project in operation.
Production ramp-up at operating projects: "QingHydrogen No.1" Songyuan Hydrogen Energy Industrial Park Phase 1 achieved a single-day green ammonia production breakthrough of 600 mt on October 18, with the ammonia synthesis unit reaching an hourly load of 106%, a record high. This improvement did not rely on new equipment but resulted from systematic efficiency gains through dynamic matching and fine-tuning of green hydrogen production and ammonia synthesis operating conditions.
Shipments: CSSC Perry Hydrogen Energy successfully completed the delivery of a 15 MW containerized water electrolysis hydrogen production system to Australia, located in the Moree area of New South Wales. The system comprises three standardized 5 MW containerized units, and the green hydrogen produced will be converted into green ammonia fertilizer to serve the local cotton farming industry.
I. Project-Related Developments
China Energy Engineering Corporation Songyuan Hydrogen Energy Industrial Park Phase 2: The world's largest integrated green hydrogen, ammonia, and methanol project Phase 2 officially commenced construction in Songyuan, Jilin. Hu Yuting, Deputy Secretary of the Jilin Provincial Party Committee and Governor of Jilin Province, announced the start of construction, and Ni Zhen, Party Secretary and Chairman of China Energy Engineering Corporation, attended and delivered a speech. Phase 2 is a large-scale expansion project built on the demonstration and validation foundation of Phase 1. Upon completion, it will produce 90,000 mt of green hydrogen and 400,000 mt of green ammonia annually, both double the Phase 1 output, bringing the total project's annual green ammonia production capacity to 600,000 mt. The second phase has obtained South Korea's clean hydrogen certification, and its products meet the EU ISCC EU sustainability certification standards.
Low-carbon integrated project for clean utilization of resources coupled with hydrogen production from photovoltaics:Recently filed, the project's main entity is New Hydrogen Energy Technology (Fukang) Co., Ltd., located in Fukang City, Xinjiang, with a total investment of 1.481 billion yuan, to be constructed in two phases. Phase I and Phase II will each build 130,000 mt/year of synthetic ammonia (260,000 mt/year in total), with each phase's hydrogen production unit equipped with 52 sets of 1000 Nm³/h alkaline electrolyzers (104 sets in total), and each air separation unit having a nitrogen production capacity of 15,000 Nm³/hour.
Sinopec Shanghai Petrochemical launched a comprehensive technical renovation and quality upgrade project:Tender for Section 1 of the EPC general contracting for a 150,000 Nm³/h POX hydrogen production unit. The project is located at No. 48 Jinyi Road, Jinshan District, Shanghai, with an estimated contract value of 1.237 billion yuan (tax inclusive). The tender scope includes detailed engineering design and as-built drawing preparation, material procurement and engineering construction, construction of supporting systems such as four 3,000 m³ dome roof tank groups and a 6,600 m³/h circulating water field, as well as full-cycle technical services including digital delivery, commissioning and trial operation, and completion acceptance. The unit is designed with a maximum operating pressure of 16.7 MPa, representing an important practice in the integrated application of high-parameter, large-scale POX hydrogen production technology in China's petrochemical sector.
Sedin Engineering Co., Ltd. / Xinjiang Xinye Zhundong:Recently announced the candidate list for the water electrolysis hydrogen production unit, procuring one set of 15,000 Nm³/h water electrolysis hydrogen production unit for the supporting project of Xinjiang Xinye Zhundong's 2 billion m³/year coal-to-natural gas project. The first-ranked candidate is Shanghai Hydrogen Era Technology Co., Ltd., the second is Sungrow Hydrogen Technology Co., Ltd., and the third is Jiangsu Shuangliang New Energy Equipment Co., Ltd.; the delivery location is the project site of Jijihu Industrial Park, Xinjiang Zhundong Economic and Technological Development Zone, with delivery within 150 calendar days after the issuance of the transaction notice.
Shandong Hi-Speed Service Development Group Co., Ltd.:The environmental impact assessment for the expansion PEM hydrogen production source project of the hydrogen refueling station comprehensive utilization project at the Gaomi service area, part of the key technology integration and demonstration of hydrogen highways and zero-carbon service areas, has been approved. It is located in the south area of the Gaomi service area on the Qingdao-Yinchuan Expressway. The project will build one set of 100 Nm³/h PEM hydrogen production skid, one set of 100 Nm³/h hydrogen compressor, one canopy, and a hydrogen storage cylinder group with a storage volume of 4.52 m³, powered by the service area's existing PV power generation equipment. Upon completion, it will produce 14,000 kg of hydrogen annually. The total project investment is 24.31 million yuan, of which 600,000 yuan is for environmental protection.
Hydrogen Ring Zhengzhou Economic Development Zone biogas-to-hydrogen production and refueling integrated station:Recently completed the hoisting of the HEE-500 methane-to-hydrogen generator, marking the project's entry into the equipment installation phase. This project is the third biogas-to-hydrogen production and refueling integrated demonstration station in China and the first in Henan Province. It is planned to produce 3 mt of green hydrogen per day, capable of meeting the hydrogen refueling demand of approximately 300 hydrogen fuel vehicles. The design adopts one HEE-500 and one HEE-1000 methane-to-hydrogen unit, and the station is planned to be completed and put into operation in early November.
Sinopec Sales Co., Ltd. Xinjiang Jiangbei Petroleum Branch:The WeiWu Road integrated hydrogen refueling station in Karamay City has been filed, located in Karamay District, with a total investment of 34 million yuan. The construction includes a station building of 390 m², four gasoline/diesel tanks (160 m³), one set of water electrolysis hydrogen production equipment, one set of hydrogen storage cylinders, one set of skid-mounted hydrogen refueling equipment, one hydrogen dispenser (dual-nozzle), one set of LNG skid-mounted refueling equipment (60 m³), and five 120 kW fast charging piles.
Zaoyang Shenghang Industrial Co., Ltd.:The off-grid hydrogen production and refueling integrated station construction project recently released the bid-winning candidate announcement. Located in Zaoyang City, Hubei Province, the estimated contract value is approximately 4.4893 million yuan. Zhongzhou Meng Construction Group Co., Ltd. ranked first among the bid-winning candidates with a bid of 4.4444 million yuan, Zhongcheng Yitong Construction Development Co., Ltd. ranked second with 4.4355 million yuan, and Zhongwu Construction Group Co., Ltd. ranked third with 4.4534 million yuan.
Anhui Hydrogen Environmental Energy Technology Co., Ltd.:The 500 Nm³/h containerized hydrogen production package at the Huainan Hydrogen Production and Refueling Integrated Energy Station achieved successful startup in one attempt, completing joint commissioning and assessment acceptance. The station is China's first "PV+ESS+charging, hydrogen production and refueling" integrated "oil, hydrogen, and electricity" comprehensive energy demonstration station, with a hydrogen production and refueling capacity of 3 mt/day (Phase I: 1 mt, Phase II: 2 mt). On September 23, 2026, it completed a 24×3 continuous full-load operation assessment, and the station is currently in trial production, with formal operation expected before year-end.
Shaanxi Hydrogen Energy Inspection and Testing Co., Ltd.:Recently released a tender for hydrogen vehicle detection services for 2026-2028, providing annual inspection services for 70 hydrogen heavy-duty trucks (including trailers) and 2 hydrogen buses of the purchaser. The service scope includes safety technical inspection, comprehensive performance technical grade assessment, system filing, and other full-process work. The bid opening time is October 23, 2026.
II. Policy Review
Ministry of Industry and Information Technology, Ministry of Finance, National Development and Reform Commission:The "Notice on Approving the Pilot Work of Comprehensive Hydrogen Energy Application in 5 City Clusters Including Beijing-Tianjin-Hebei" and the "Management Measures for Comprehensive Hydrogen Energy Application Pilot Work." In principle, the pilot work plans of five city clusters were approved: Beijing-Tianjin-Hebei, the Greater Bay Area, Northeast China (including eastern Inner Mongolia)–Yangtze River Delta, Xinjiang–Chengdu-Chongqing Economic Circle, and the Yellow River Jiziwan–central China, with an implementation period of four years. The central government will allocate incentive funds on a "pre-allocation first, settlement later" basis. Once a city cluster receives approval, a certain proportion of start-up funds will be pre-allocated. After the pilot ends, settlement will follow the principle of "refund for overpayment and supplement for underpayment." During the pilot implementation period, the cumulative incentive fund cap for each city cluster is 1.6 billion yuan. Incentive funds must be used for hydrogen energy integrated application pilot tasks, focusing on reducing end-user hydrogen costs and passing these reductions through to fuel cell vehicles, distributed power generation, industrial hydrogen use, and other segments. The funds must not be used to balance budgets, repay government debt, or clear overdue payments to enterprises. Projects that have already received support from ultra-long-term special government bonds, central budget investment, or government special bonds must not be included again. The three departments will establish a dynamic adjustment mechanism: for those failing mid-term evaluations or failing annual evaluations for two consecutive years, they will, as appropriate, order plan adjustments, deduct or suspend incentive fund allocations, or suspend or even revoke pilot qualifications. The management measures require city clusters to promote iterative upgrades of fuel cells, electrolysers, storage and transport equipment, and key materials.
The State Administration for Market Regulation (Standardization Administration of China) and other departments:released 15 national standards for hydrogen energy (on 14 October, World Standards Day). They cover four major areas: hydrogen production – Technical Requirements for Renewable Energy Water Electrolysis Hydrogen Production Systems and Fuel Conversion Hydrogen Production Equipment Part 1: Safety; hydrogen storage and transport – Hydrogen Storage and Transportation Systems Part 5: Technical Requirements for Hydrogen Transportation Systems, Technical Requirements for Hydrogen Blending Transportation in Natural Gas Pipelines, Technical Requirements for Integrity Management of Hydrogen Transmission Pipeline Systems, Test Methods for Hydrogen Compatibility of Welded Joints in Hydrogen Pipelines, and Technical Requirements for Hydrogen Turboexpanders; hydrogen refueling stations – Hydrogen Refueling Stations Parts 5/7/8 (refueling hoses and hose assemblies, rubber O-rings, and hydrogen fuel quality control requirements), Test Methods for Hydrogen Compressors Used in Hydrogen Refueling Stations, Compressed Hydrogen Vehicle Refueling Connection Devices, and Technical Requirements for Hydrogen Sampling for Proton Exchange Membrane Fuel Cell Vehicles; safety applications – Leak Detection Methods for Hydrogen Systems and Fixed Hydrogen Detection Devices. On the same day, the China National Institute of Standardization released the Blue Book on Standardization of China's Hydrogen Energy Industry (2026).
General Office of the Shanghai Municipal People's Government:Shanghai's 15th Five-Year Plan for Energy Conservation, Carbon Reduction, and Circular Economy Development. It proposes advancing the construction of trading platforms for hydrogen energy, green methanol, sustainable aviation fuel, and other products; developing hydrogen energy and green fuels; building the Shanghai International Shipping Green Fuel Bunkering Centre and Trading Centre; advancing demonstration-first projects for green fuel corridors from the northeast region to Shanghai Port and from the middle and lower Yangtze River region to Shanghai Port, with green methanol and biofuel bunkering capacity reaching the million-tonne level by 2030; promoting low-carbon retrofits such as coal-fired power co-firing with ammonia, achieving co-firing capability of more than 10% by 2030; and exploring demonstration pilots for hydrogen-based shaft furnace smelting technology and gas-based shaft furnace hydrogen smelting technology.
Legislative Affairs Work Committee of the Standing Committee of the Maoming Municipal People's Congress:The Maoming Green Chemical Industry Promotion Regulations (Draft for Comment) were released for public consultation. It proposes supporting green chemical and hydrogen energy industrial parks in developing zero-carbon parks; cultivating a green hydrogen-based energy industry chain; supporting the recovery and utilisation of industrial by-product hydrogen; encouraging enterprises to increase the proportion of green hydrogen substitution; supporting chemical enterprises in increasing the proportion of renewable energy use; and guiding petrochemical and chemical enterprises in the parks to jointly engage in green electricity trading.
German Federal Ministry for Economic Affairs and Energy:released ten measures to promote the hydrogen market. Addressing the issue that production costs for renewable hydrogen and low-carbon hydrogen exceed the affordability threshold of end users, efforts will focus on four areas: enhancing the competitiveness of the hydrogen economy (promoting a unified EU certification standard for renewable hydrogen, optimising grid fee policies, and expanding diversified import channels); strengthening infrastructure support (phased construction of backbone pipeline networks, cross-border corridors, and large-scale hydrogen storage facilities, and evaluating the retrofitting of natural gas networks for hydrogen blending transportation); stimulating end-use demand (supporting demonstration projects for hydrogen substitution in the steel, chemical, and refining industries, encouraging power plants to retrofit for co-firing or pure hydrogen combustion, and establishing for the first time a guiding procurement mechanism for low-emission steel products); and consolidating the technological foundation (optimising the functions of the National Hydrogen Council and compiling a national hydrogen technology roadmap).
III. Corporate Developments
Mingyang Smart Energy Group Co., Ltd.:unveiled its wind-hydrogen integrated machine technology at the 2026 Beijing International Wind Energy Conference, marking a global debut. The technology vertically integrates power supply, centralised control, and hydrogen production systems inside the wind turbine tower. The world's first industrialisation application project for this model has simultaneously been located in Rushan, Shandong.
Shenergy (Group) Co., Ltd.:Recently, the world's first semi-submersible wind power hydrogen production platform, led by Shenergy Group and constructed by CIMC Raffles, was successfully launched in Jiangmen, Guangdong. After completing onshore process system commissioning, it will be deployed to the South China Sea. Leveraging Shenergy's Hainan offshore wind power demonstration project (planned total capacity of 1,200 MW, with the supporting green hydrogen-based energy demonstration project launched in December 2025), it will establish an integrated application chain covering offshore wind power hydrogen production, hydrogen storage, and methanol production.
Shudao Toyota Hydrogen Energy Technology (Sichuan) Co., Ltd.:completed delivery of orders under Chengdu's hydrogen fuel cell commercial vehicle demonstration project through the "open competition mechanism to select the best candidates" scheme. Fifty-five 49-tonne hydrogen fuel cell heavy-duty trucks entered operation in Qingbaijiang District, Chengdu. Equipped with the self-developed STL150 system, they feature a rated power of 150 kW, maximum system efficiency of 64%, service life of 30,000 hours, cold start capability at -30°C, and hydrogen consumption of approximately 7.5 kg per 100 km. Based on a five-year life cycle, annual mileage of 120,000 km, and 80% highway conditions, total costs are 10%–20% lower than other new energy commercial vehicles. The company has completed construction of a production line with an annual capacity of 2,000 hydrogen fuel cell systems, with products forming a matrix of 90 kW, 150 kW, and 300 kW.
FAW Jiefang Group Co., Ltd.:in collaboration with the Academy of Aerospace Propulsion Technology and Dongfang Electric (Chengdu) Hydrogen Energy Technology, launched a 5,000-km special public road adaptability test for a 49-tonne liquid hydrogen heavy-duty truck at the Panzhihua National Vanadium and Titanium High-tech Industrial Park. This is the first systematic public road verification of this mileage scale for liquid hydrogen heavy-duty trucks in China, focusing on assessing driving stability, power output, energy consumption performance, and the matching effectiveness between the chassis and liquid hydrogen power system under complex road conditions.
Shanghai REFIRE Technology Co., Ltd.:the first LiuGong hydrogen-powered loader 856TEFCEV equipped with its fuel cell system has officially been deployed and entered customer field testing. It is equipped with a 130 kW fuel cell system, requires only 10–15 minutes for rapid hydrogen refueling, can operate continuously for more than 10 hours on a full hydrogen load, supports low-temperature cold start at -30°C, has a rated load capacity of over 5 tonnes, overall machine power of 180 kW, and maximum breakout force of 185 kN.
Shanghai Wenjing Energy Technology Co., Ltd.:exported its 10 kW modular fuel cell power generation system to Southeast Asia. Based on the proprietary WJ-S-F small cathode closed air-cooled fuel cell system, it integrates three 3.5 kW air-cooled stacks into a single rack, configured with 380V three-phase AC output. The system achieves power generation efficiency of 44%–58%, start-up time of approximately 30 seconds, and is suitable for ambient temperatures from -20°C to 45°C.
Haizhuo New Energy × Guoling Zhixiang:a high-pressure gaseous hydrogen fuel cell UAV equipped with Haizhuo New Energy's hydrogen fuel cell power system completed a successful test flight, with endurance exceeding 120 minutes, 4–5 times that of conventional lithium battery UAVs. The system relies on core silicon-based bipolar plate technology and adopts a closed air-cooled architecture, capable of operating in environments from -10°C to 40°C.
IV. Patent Applications
Shenergy Nanjing Energy Holdings Co., Ltd. and Huzhou Industrial Control Technology Research Institute:published patent CN122923834A, "Hybrid Electrolyser Rotational Control Method Based on Synergistic Meteorological Forecasting and Energy Storage States" (filing date August 2026). Through multi-timescale meteorological forecast fusion and dynamic meteorological type classification, a rotational scheduling decision model is constructed to determine priority start-up strategies and target operating power, and to generate tiered hydrogen storage matching strategies and execute compressor linkage control, achieving forward-looking scheduling with ternary linkage among meteorology, electricity storage, and hydrogen storage, addressing the lag problem of existing technologies that rely solely on real-time power threshold judgments.
Yangzhou University:published patent CN122894945A, "Conical Concentric Tube Staggered Layered Solid-State Hydrogen Storage Reaction Device and Method." Hydrogen storage materials and phase change materials are arranged radially in rings and layers in a staggered manner within the unit body, efficiently coupled through high thermal conductivity metal walls to achieve on-site recovery and recycling of reaction heat, eliminating the need for complex heat exchangers and external heat transfer fluid circulation systems found in traditional reactors. The unit body modularly integrates hydrogen storage, heat transfer, and heat storage functions.
East China Electric Power Design Institute Co., Ltd. of China Power Engineering Consulting Group:published patent CN122946849A, "CNN-LSTM Multimodal Fusion Network-Based Dynamic Matching Method for PV-PEM Electrolyser Systems" (filing date July 2026). A CNN module extracts spatial features of the PV array, while a GRU-improved LSTM module extracts temporal correlation features between PV output and PEM electrolyser operating states. Through multimodal fusion, a dynamic mapping relationship is generated and operating parameter adjustment commands are output, achieving real-time matching between PV power and hydrogen production load.
Hunan Sanzhong Hydrogen Energy Technology Co., Ltd.:published patent CN122916047A, "Integrated Hydrogen Production and Refueling Machine and Method." Utilising the PCT platform characteristics of hydrogen storage alloys within the solid-state buffer unit, the system maintains constant pressure during hydrogen absorption and desorption, automatically balancing the hydrogen production rate with the pressurisation consumption rate. A small-volume solid-state buffer tank achieves large-capacity hydrogen buffering, with a compact structure and high integration.
Zhejiang University and Windey Energy Technology Group Co., Ltd.:published patent CN122890565A, "Energy Optimisation Management Method for Wind Power Hydrogen Production Systems" (filing date September 2026). Temporal sequence features of future wind power output and operating state features of the electrolyser array are extracted to construct a feature fusion matrix. A discrete-continuous hybrid action space is constructed to determine the actual executed power of each electrolyser, and a coordinated scheduling strategy is output, including electrolyser operating modes, allocated power, and energy storage charge/discharge power, significantly improving wind power utilisation rates and total hydrogen production while reducing cold start frequency and curtailed electricity.
Jiangsu Weichuangjing Intelligent Technology Co., Ltd.:published patent CN122951237A, "Integrated Management System for Renewable Energy Utilisation and Scheduling." A PEM electrolyser, hydrogen storage buffer tank, and PEM fuel cell form a bidirectional electricity-hydrogen-electricity conversion chain. The EMS executes three-level hierarchical scheduling, adopting integrated modular cabinets, physical isolation of hydrogen and electricity, and zoned heat dissipation, supporting seamless switching between grid-connected and off-grid modes.
Shanghai Hydroyang Technology Co., Ltd.:obtained authorised patent CN224841806U, "Solid-State Hydrogen Storage Cylinder with Integrated Spiral Heat Exchange Pipeline and Thermal Management System." The spiral heat exchange pipeline is coaxially arranged with the cylinder body, with two interfaces extending to the outside of the cylinder body and vertically offset, working in conjunction with the cylinder valve to achieve efficient thermal management of the solid-state hydrogen storage cylinder.
